[Japan Offering] ARCHION (543A) Incoming - Big Re-IPO Now Smaller, Better
The ARCHION re-IPO may be coming soon. The Nikkei says so. The stock is down 25% from March 31 and 40+% from post NEWCO highs. Guidance is also...
274 Views
SMSM, SRIL, and WOOD: The Beneficiaries of Weakening IDR
IDR historyThere were two weak business practices of Indonesian companies that made them very susceptible for IDR weakening against USD prior...
492 Views
BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
189 Views
[Quiddity Index] Nikkei 225 Sep26 Rebal - 2 Auto ADDs, 1 Cap, Probably a Sector ADD
The Nikkei 225 data period is 95% complete. It looks like two auto ADDs and one auto DELETE. They could add Capcom as a sector add and the question...
418 Views
Most Popular and Unpopular Japanese Sectors over Last 2 Weeks....
We have decided to split our coverage of Analyst Upgrades and Downgrades into Japan only and Asia -ex Japan. We track changes in recommendations...
1.9k Views